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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover Avg Holding
Period (Yrs)
TSW
6576
Three Seasons Wealth
Utah
$114M +$12.3M +12% 11.8% 156% 84 35.71% 0.2
CG
6577
Circumference Group
Arkansas
$114M – – 15.8% – 33 – 0
KWM
6578
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 13.2% 44.6% 147 19.05% 1.4
TT
6579
TI-Trust
Illinois
$113M +$8.44M +8% 8.71% 85.8% 107 4.67% 3.4
SAM
6580
Steinberg Asset Management
New York
$113M +$978K +0.9% 4.48% 130% 45 11.11% 3.4
OA
6581
Oceanside Advisors
South Carolina
$113M – – 8.71% – 46 – 0
PI
6582
Pachira Investments
California
$113M +$24.2M +27% 12.4% 82.3% 39 10.26% 2.3
OWP
6583
Old Well Partners
North Carolina
$113M -$7.38M -6% 15.7% 97.8% 45 26.67% 1.5
AIFAIM
6584
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 10.4% 72.8% 122 7.38% 2.5
BAM
6585
Bellevue Asset Management
Washington
$113M -$35.6M -24% 11% 56.7% 465 5.38% 3.4
CPA
6586
Clear Point Advisors
New York
$113M – – 9.15% – 555 – 0
PP
6587
Pingora Partners
Wyoming
$113M – – 12.7% – 159 – 0
NMG
6588
New Millennium Group
Utah
$113M +$3.6M +3% 15% 176% 451 16.85% 1.3
YU
6589
Yale University
Connecticut
$113M +$10.7M +11% 8.23% 33.7% 7 42.86% 0.6
CSI
6590
Cross Staff Investments
New York
$113M +$10.7M +10% 9% 81.2% 116 8.62% 1.7
SFG
6591
SVB Financial Group
Texas
$113M +$59.7M +112% 110% – 23 52.17% 0.7
SCM
6592
Shorepath Capital Management
Utah
$113M – – 10.4% – 22 – 0
LF
6593
LifeSteps Financial
California
$113M +$14.5M +15% 11.9% 98.4% 84 16.67% 2.7
RPM
6594
Ridgemont Partners Management
North Carolina
$113M +$1.72M +2% 1.55% 45.6% 1 0% 2
D
6595
Dentgroup
Louisiana
$113M -$23M -17% 9.7% 53.6% 113 38.05% 1.7
BRIA
6596
Balanced Rock Investment Advisors
Massachusetts
$113M – – 8.63% – 93 – 0
AH
6597
Addis & Hill
Pennsylvania
$113M – – 10.3% – 23 – 0
CPG
6598
Custom Portfolio Group
Colorado
$112M – – 4.25% – 234 – 0
CCM
6599
Chaney Capital Management
Washington
$112M – – 12.2% – 31 – 0
CNWM
6600
Clay Northam Wealth Management
California
$112M +$11.6M +12% 12.1% 125% 85 14.12% 1.6